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Pre-Trade Checklist Generator

Run a short go/no-go check before you click buy or sell, so setup, risk, size and mindset are all confirmed rather than assumed in the heat of the moment.

Quick answer: The pre-trade checklist is a go/no-go gate you pass through before every entry. It lists the conditions a disciplined trade must meet — the setup matches your plan, risk is defined, size is correct, it is not a FOMO or revenge trade, and your mindset is steady — and gives a simple READY or NOT READY verdict based on how many you can honestly tick. Checklists work because they externalise judgement you would otherwise make under time pressure, when System 1 impulses are loudest; surgeons and pilots use them for exactly this reason. You can copy the ticked items straight into your journal as a record of the trade's justification.

Tick each item you can honestly confirm right now.

How to use it

Tick only the items you can confirm truthfully at this moment — the checklist is worthless if you tick to reassure yourself. The verdict turns READY only when every item is checked; any blank box is a prompt to pause and ask why. Use Copy to drop the confirmed items into your journal as the trade's rationale. This is a discipline aid, not a signal: passing the checklist means the trade fits your rules, not that it will win.

Frequently asked questions

Why require all items before it says READY?
A checklist is a floor, not an average. Each item guards against a specific, common way trades go wrong, so a single unchecked box usually points at the exact weakness — undefined risk, wrong size, an emotional trigger — that turns a plan into a gamble. Demanding a full set keeps the gate meaningful.
Isn't a checklist too slow for fast markets?
The items are things you should already know before entering; ticking them takes seconds once they are habitual. If a setup genuinely cannot survive a ten-second check, that speed pressure is itself a warning sign that you are reacting rather than executing a plan.
Can I change the items?
This fixed list covers the universal gates. If your strategy needs specific conditions — a particular indicator, a volume filter, an expiry rule — build them into your own list with the Decision Checklist Builder tool and use both together.
Does passing the checklist mean the trade will work?
No. It means the trade is consistent with your rules and your risk is controlled. Any single trade can still lose; the checklist improves the quality and consistency of your decisions, which is what you can control, not the outcome.
What should I do when it says NOT READY?
Treat it as a stop sign, not a suggestion. Find the unchecked item, and either fix it — define the stop, cut the size, wait for the setup — or skip the trade. The trades you correctly decline are as important to your results as the ones you take.
Is my checklist data saved anywhere?
No. The ticks live only in the current page and are cleared when you reload. Copying the confirmed items is the only way anything leaves the page, and that is entirely under your control.

Runs entirely in your browser — no data leaves your device. Illustrative and educational only; real-world charges and market conditions apply in practice.

Educational tool only — not investment, psychological or medical advice. Templates and prompts are illustrative aids for self-review. See our Risk Disclosure.